Client Sales Relations - Legal Services
Atlanta Family & Immigration Law Firm
East Point, GA US
Posted ago
Atlanta Family & Immigration Law Firm

Overview

Sales and Client Relations primary duties are:

  • To assume full responsibility for the new client onboarding process, from the first touch after the initial call, through sales conversations and follow up, to all onboarding of new clients;
  • To meet monthly quota in converting Potential New Clients to retained clients;
  • Explain and build confidence in the value of the Managing Attorney, Associate Attorney, Paralegals, and other team members to assure potential clients their matters will be handled to their satisfaction
  • To ensure active clients are hearing from the Atlanta Family and Immigration Law at least once per month and maintain a high level of customer satisfaction.

Summary

From the first point of contact with AFIL to the signing of a legal services agreement, all telephone calls and email communications with PNCs should be handled by Sales and Client Relations (in consultation with Managing Attorney, as needed). Prior to formally engaging AFIL—either as a full-scope client or simply for a consultation—no PNC shall have direct telephone or email access to an attorney. To be successful, Sales and Client Relations must be articulate, client-oriented, and responsive to client calls/emails. Additionally, Sales and Client Relations must understand (or learn) how to use Clio, Mycase, workspace email software.

Reporting Relationship

Sales and Client Relations reports to Managing Attorney with respect to all professional activities and all issues concerning his or her relationship with AFIL.

Authority

Sales and Client Relations may assign work to Legal Assistant or Receptionist with respect to scheduling PNCs for initial consultations and collecting information from PNCs for assessing whether a given case meets AFIL’s criteria for legal representation.

Benefits:

  • Health insurance
  • Paid time off

Benefit Conditions:

  • Waiting period may apply

Schedule:

  • 8-hour shift
  • Monday to Friday

Supplemental Pay:

  • Commission pay

COVID-19 considerations:

  • Masks are required at all times. Extra cleaning and sanitizing of work stations, social distancing is being practiced. Virtual meetings with clients.

Work Remotely:

  • No? Could be remote

Company's website: atlfamilyimmigrationlaw.com

Responsibilities

Responsibilities

  • Assess all new PNCs to AFIL, and determine based on objective and subjective criteria which of these AFIL should offer to retain.
  • Answer any non-legal questions raised by PNCs regarding filling out Clio forms, sending documents to the firm, signing legal services agreements, or any other matter involving the PNCs’ pre-engagement relationship to AFIL.
  • Act as the primary point of contact with PNCs up through the onboarding process.
  • Maintain accurate records in Clio to track the number of PNCs who contact AFIL, the number who come in for initial consultations, and the number who engage AFIL To do so, you shall ensure the status of each PNC profile in Lexicata is accurate and up-to-date. As necessary, Assist Managing Attorney in establishing categories for each PNC from the first touch through the signing of a legal services agreement—editing and updating categories, as appropriate.
  • Ensure that all PNCs for whom we decline representation receive a “Rejection of Matter” email or, where no email was provided, a “Rejection of Matter” telephone call from the Receptionist. The Director of Client Services understands that it is the policy of AFIL not to respond to emails or calls from PNCs who we have referred out or declined representation with explanations as to why we are declining legal representation.
  • Prepare a weekly report to Managing Attorney to reflect any firm that has referred clients to us summarizing the status of all referrals.
  • Follow firm prescribed guidelines on how to communicate with PNCs in the most effective manner; collect information about the PNCs and the matters for which they are seeking AFILs help; assure the PNCs that AFIL’s attorneys and staff will be able to help them; show compassion for their troubles, and explain how AFIL can improve their lives.
  • In accordance with the ethical rules governing lawyers, Sales and Client Relations shall not provide legal advice but shall otherwise manage all aspects of converting PNCs to clients.
  • Stay in contact with PNCs who do not retain us after their initial consultation to keep the door open for them to retain us when they are ready.

Qualifications

Qualifications

You must be confident, articulate and comfortable representing AFIL while emailing and/or speaking with PNCs. Your role will include bringing PNCs to the point of onboarding them as new clients and following up with them within the first thirty days. You must be self-motivated and self-directed to achieve your professional goals and AFIL’s goals.

Education and Background

You should have some experience in sales and/or direct client relations. Education and/or work experience equivalent to a Bachelor’s Degree. Experience with the Windows Operating System, Office 2016, Adobe Acrobat Pro, Lexicata, Mycase, Nextiva VOIP and/or Dropbox is preferred but not required.

Experience:

  • Bachelor's (Preferred)
  • Microsoft Office: 1 year (Required)
  • Customer Service: 1 year (Required)
  • Sales: 1 year (Required)

Compensation
$31,000 - $43,000
About Atlanta Family & Immigration Law Firm

Atlanta Family & Immigration Law has been recognized as one of the fastest-growing law firms in the US for the past few years and we've done it by providing legal representation with compassion, gusto, and integrity. These are people who bring their "A-Game", are enthusiastic and have a positive attitude, take initiative and responsibility, and are hungry to learn and grow. If you learn quickly and understand that working hard is important this job is for you. If you communicate well, have integrity, and really care about immigrants, this job is for you. If you are dynamic, adaptable, deliver results and produce above the minimum standards, this job is for you. If you work well under pressure and can juggle several projects at once, this job is for you.

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